MB Raimondi, CPA

Certification vCon coming up! The certifications being covered:
QuickBooks Online Certification
QuickBooks Online Advanced Certification
Recertification for both levels.

PS - if you know any of us....don't we look really good and young in this posting? 😂🤣😁

So join me next week at the QuickBooks Online Certification Training Bootcamp, May 16-18. https://intuit.me/Speaker

Hope you join us for tis next virtual conference. There will be a session on QB Desktop Migrations

[How To] Add mid-sized clients *Intuit, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regardin...

I will be attending this year’s virtual QuickBooks Connect event. This year you can customize your own agenda with the sessions that matter the most to you! November 3rd is for businesses and November 4th is for accounting pros. Or, you can attend both days even if your an accounting pro! Register here: https://bit.ly/2Zj4x9g
Hope we're in person next year :)

QuickBooks Connect QuickBooks Connect

Have you ever had an overdue invoice from a client? A recent survey of microbusiness owners found that businesses that accept digital payments are more likely to get paid. https://oal.lu/CuGO5

Definitely contact me for info about QuickBooks Payments....it is amazing! I use it myself. As a QuickBooks Solution Provider, I can get you set up with favorable pricing.

I guess is on my mind this week! Your processes can get a whole lot simpler with Commerce. Sync your Shopify account and manage products, inventory, and orders through QuickBooks! Watch this step-by-step tutorial: https://oal.lu/9ZU29

Here's what was added to Online last month:
- Square app integration
- Changes to estimates and invoices
- Trips feature available to all admin types
- Bill approval workflows in QuickBooks Online Advanced
- Custom role preview in QuickBooks Online Advanced
- Desktop role migration in QuickBooks Online Advanced
- QuickBooks Online Payroll employee onboarding and flexible setup
https://oal.lu/1mPjG Accounting

I don't claim to be an expert on e-commerce, but Commerce looks like a good place to start if you want or have an online store. Commerce can help you sell more, work smarter, and take control of your many platforms. Watch the quick overview video: https://oal.lu/GRCX6

Here's an interesting article if you're looking to start a new business. Alexander Volodarsky, successful , shares the 12 lessons he wish he had learned before building a startup: https://oal.lu/EtFWL

So excited to be teaching the updated version QuickBooks Online Advanced Certification for the first time at Scaling New Heights, 2021. Hope to see you there! It you are coming, please show your support.

SNH 2021 Show some Scaling New Heights swag on social media with this twibbon.

As many of us are moving towards advisory services, we need to figure out how to present our services to our current and prospective clients. This article may help.

7 ways to create proposals that sell Learn how to perfect your proposals with these best practices from Josh Lance, CPA, CGMA.

Love hearing about new QBO features. Let me know if you have questions or need to sign up for QBO or other Intuit products and services. ’

QuickBooks Online innovation highlights - Firm of the Future While you’ve been busy taking care of your clients, we’ve been hard at work developing new product features to help make you and your clients’ lives easier.

WOW! By 2024, mobile wallets will account for 1/3 of point of sale transactions. Is your business equipped to handle this shift? https://oal.lu/lFTuG

I love this story....I wish I had known about it before. I am a not very good knitter/crocheter (I'm not sure if that's a real world). I did pull out my yarn during the pandemic but forgot a lot of what I knew :). This is motivating me to try again!

Knitting your way out of a crisis - Firm of the Future The pandemic challenged many business owners to stay open. See how one business owner adapted and got creative to move forward and grow.

Thanks to Kahn for sharing these 5 productivity tips in Enterprise.
Please contact me if you are interested in Enterprise. It's a very powerful desktop accounting program.

1) Customize security settings for employee-specific access
2) Enable multiple company reporting
3) Track sales orders, including estimates and deposits
4) Increase the number of users in
5) Create custom fields for reporting and management

Learn more about these tips here: https://oal.lu/aYjye

I haven't posted for a while.... but I do love Time, formerly TSheets. Learn how to use Time to clock in and out, track specific items, and to request time off in less than 3 minutes: https://oal.lu/Ru5kl

We all can learn something from this great article written by my friend, . Thank you for your insight

Marketing outside your neighborhood: The planning process Growing your firm takes time, talent, and patience – but it also takes careful planning. Misty Megia, a frequent ProConnect virtual conference presenter, gives you many timely practice tips.

Love this article....I'm not sure I fit this mold, but have plenty of friends who do :)

2021 - Time to Check In Accountants and bookkeepers deserve recognition for the role they played during the pandemic.

More info on new legislation...

American Rescue Plan: Essential insights for individuals and taxpayers Get a deep dive from Robin Gervais, EA, NTPI Fellow, into the American Rescue Plan’s provisions for individuals and taxpayers.

And here we are again.....more relief, but hard to understand. Hope this helps.

American Rescue Plan: Essential insights for businesses Get a comprehensive deep dive from Sarah Molouki, CPA, MST, into the effect of the American Rescue Plan Act of 2021 on businesses.

I'm not surprised to read that Intuit is one of the 100 best companies to work for. I've met a lot of Intuit peeps over the almost 20 years I've worked as a contractor and honestly, it amazes me how most folks are happy with their jobs. Kepp up the great work

Intuit named one of Fortune's 100 Best Companies to Work For 2021 - Firm of the Future See what Intuit staff feels about the company during times of crisis, as well as the company's impact and influence in a year of unprecedented challenges.

General guidelines for all types of taxes....BUT - individual income tax returns deadline has been postponed until May 17th ....BUT - not 1st quarter estimated payment. Beware!

April 2021 tax and compliance deadlines Get a list of tax and compliance deadlines for April 2021.

There is always something new going on with QuickBooks Online. Here's the latest...... ’

QuickBooks Online new features and improvements – March 2021 - Firm of the Future Check out the latest QuickBooks Online new and improved features to speed up your workflows, navigate through busy season, and help your clients.

Here's some tax relief....however, it does not extend time for estimated tax payments - at least yet :) The IRS has delayed the 2021 income tax filing deadline from April 15 to May 17! https://oal.lu/12etS

We all need help - even professionals! With constant changes about Covid relief loans, many find themselves confused about where to turn for help. If you’re looking for answers to your EIDL and PPP questions, try these 5 resources: https://oal.lu/Eo5NZ

What is new in QBO? See the new features added in January in this article. ’

QuickBooks Online new features and improvements - January 2021 - Firm of the Future Ready to boost your workflow and efficiency with powerful tools and resources at your fingertips? Tap into these new QBO features for key solutions.

Who do you think is a top QuickBooks ProAdvisor? There are so many awesome people out there. Please nominate your favorites! (Not me - I was humbled to be named ProAdvisor of the Year, 2019) ’

Nominations open for Insightful Accountant’s 8th Annual Top 100 ProAdvisors and ProAdvisor of the Year - Firm of the Future Don't miss out on your chance to vote for the Top 100 ProAdvisors and ProAdvisor of the Year, who represent the best and brightest in the profession.

QuickBooks Online Payroll is changing. You may have already noticed...but everyone will be switched to a full service payroll opportunity. Contact me if you have questinos. ’

The reimagined QuickBooks Online Payroll - Firm of the Future Ready to help your clients grow and take your firm to the next level? Check out the exciting new features in QBO Payroll, based on your feedback!

There are a lot of good tips in here - some of which I've done already and others that I still need to do. Certainly contact me if you need any QB type of help.

Technology to make your life easier in 2021 Focusing on your tax firm’s front office is just as important as your back office. Implement best practice solutions with help from Darren Root, CPA.CITP, CGMA.

If your business's loans were forgiven, you may want to read this guidance released by the IRS and the Treasury Department on claiming deductions for expenses associated to PPP loans.
It's a wonderful outcome for those who received PPP loans

The new revenue ruling reverses old guidance from Notice 2020-32 and Revenue Ruling 2020-27.

Read here: https://oal.lu/dK8pg

People ask me why I like QuickBooks Online. This article gives you some insight to the power of QBO. That is not to say I don't ever recommend or work with QuickBooks Desktop clients.....I do. I firmly believe there is a place for both products. Let me know if you have questions. ’

8 reasons to love QuickBooks in 2021 - QuickBooks Whether you’re a long-time QuickBooks customer or just starting to think about using it for your business, here are 8 features you’re going to love in 2021.